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Palo Alto Networks, Inc. $PANW Shares Sold by Silver Oak Securities Incorporated
Silver Oak Securities Incorporated cut its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 28.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Pallas Capital Advisors LLC Decreases Stock Position in JPMorgan Chase & Co. $JPM
Pallas Capital Advisors LLC lessened its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 3.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 95,554 shares of the financial services provider’s stock after... More of this article »
Moody National Bank Trust Division Sells 23,458 Shares of Microsoft Corporation $MSFT
Moody National Bank Trust Division lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 28.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 59,243 shares of the software... More of this article »
Meta Platforms, Inc. $META is Generate Investment Management Ltd’s 5th Largest Position
Generate Investment Management Ltd grew its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 32.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 163,498 shares of the social... More of this article »
Silver Oak Securities Incorporated Buys 20,433 Shares of Fidelity Quality Factor ETF $FQAL
Silver Oak Securities Incorporated boosted its stake in Fidelity Quality Factor ETF (NYSEARCA:FQAL – Free Report) by 318.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Silver Oak Securities Incorporated Has $1.90 Million Stock Position in American Healthcare REIT, Inc. $AHR
Silver Oak Securities Incorporated boosted its position in American Healthcare REIT, Inc. (NYSE:AHR – Free Report) by 82.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Coca-Cola Consolidated, Inc. $COKE Shares Bought by Silver Oak Securities Incorporated
Silver Oak Securities Incorporated boosted its holdings in shares of Coca-Cola Consolidated, Inc. (NASDAQ:COKE – Free Report) by 48.1% during the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
Silver Oak Securities Incorporated Takes $1.22 Million Position in Celestica, Inc. $CLS
Silver Oak Securities Incorporated acquired a new stake in Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Jaffetilchin Investment Partners LLC Reduces Holdings in Valley National Bancorp $VLY
Jaffetilchin Investment Partners LLC decreased its position in shares of Valley National Bancorp (NASDAQ:VLY – Free Report) by 58.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 53,004... More of this article »
Retirement Systems of Alabama Cuts Stock Holdings in Affiliated Managers Group, Inc. $AMG
Retirement Systems of Alabama reduced its position in Affiliated Managers Group, Inc. (NYSE:AMG – Free Report) by 11.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Retirement Systems of Alabama Acquires New Holdings in Pinterest, Inc. $PINS
Retirement Systems of Alabama bought a new stake in Pinterest, Inc. (NYSE:PINS – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Retirement Systems of Alabama Has $30.26 Million Stock Position in Carlisle Companies Incorporated $CSL
Retirement Systems of Alabama lessened its stake in Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 1.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Retirement Systems of Alabama Has $208.71 Million Position in Vanguard S&P 500 ETF $VOO
Retirement Systems of Alabama lessened its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Retirement Systems of Alabama Purchases 20,168 Shares of Intel Corporation $INTC
Retirement Systems of Alabama increased its position in Intel Corporation (NASDAQ:INTC – Free Report) by 2.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Retirement Systems of Alabama Sells 10,026 Shares of East West Bancorp, Inc. $EWBC
Retirement Systems of Alabama trimmed its position in shares of East West Bancorp, Inc. (NASDAQ:EWBC – Free Report) by 2.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
J. Safra Sarasin Holding AG Sells 9,116 Shares of Elevance Health, Inc. $ELV
J. Safra Sarasin Holding AG lowered its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 63.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
J. Safra Sarasin Holding AG Sells 1,521 Shares of Ulta Beauty Inc. $ULTA
J. Safra Sarasin Holding AG decreased its holdings in Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) by 35.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,769... More of this article »
J. Safra Sarasin Holding AG Cuts Stock Position in Intuit Inc. $INTU
J. Safra Sarasin Holding AG lessened its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 32.6% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
J. Safra Sarasin Holding AG Trims Holdings in GE Vernova Inc. $GEV
J. Safra Sarasin Holding AG lessened its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 34.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Itron, Inc. $ITRI Shares Bought by J. Safra Sarasin Holding AG
J. Safra Sarasin Holding AG lifted its holdings in shares of Itron, Inc. (NASDAQ:ITRI – Free Report) by 25.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
J. Safra Sarasin Holding AG Purchases New Shares in Affirm Holdings, Inc. $AFRM
J. Safra Sarasin Holding AG acquired a new position in Affirm Holdings, Inc. (NASDAQ:AFRM – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
J. Safra Sarasin Holding AG Invests $2.31 Million in Atmos Energy Corporation $ATO
J. Safra Sarasin Holding AG acquired a new stake in Atmos Energy Corporation (NYSE:ATO – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 13,792... More of this article »
J. Safra Sarasin Holding AG Acquires Shares of 21,329 VanEck Junior Gold Miners ETF $GDXJ
J. Safra Sarasin Holding AG bought a new position in VanEck Junior Gold Miners ETF (NYSEARCA:GDXJ – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Synchrony Financial $SYF Shares Sold by J. Safra Sarasin Holding AG
J. Safra Sarasin Holding AG trimmed its position in shares of Synchrony Financial (NYSE:SYF – Free Report) by 16.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
J. Safra Sarasin Holding AG Trims Stock Holdings in Occidental Petroleum Corporation $OXY
J. Safra Sarasin Holding AG reduced its stake in shares of Occidental Petroleum Corporation (NYSE:OXY – Free Report) by 11.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
J. Safra Sarasin Holding AG Raises Stock Position in iShares Bitcoin Trust ETF $IBIT
J. Safra Sarasin Holding AG grew its stake in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 33.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
J. Safra Sarasin Holding AG Has $3 Million Holdings in iShares 7-10 Year Treasury Bond ETF $IEF
J. Safra Sarasin Holding AG raised its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 44.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Gilman Hill Asset Management LLC Has $7.02 Million Stock Holdings in Apple Inc. $AAPL
Gilman Hill Asset Management LLC raised its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 11.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Autodesk, Inc. $ADSK Shares Acquired by Mn Services Vermogensbeheer B.V.
Mn Services Vermogensbeheer B.V. grew its stake in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Mn Services Vermogensbeheer B.V. Has $23.67 Million Holdings in Colgate-Palmolive Company $CL
Mn Services Vermogensbeheer B.V. increased its holdings in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Mn Services Vermogensbeheer B.V. Has $26.71 Million Position in Aon plc $AON
Mn Services Vermogensbeheer B.V. increased its holdings in shares of Aon plc (NYSE:AON – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Mn Services Vermogensbeheer B.V. Raises Stock Position in Aflac Incorporated $AFL
Mn Services Vermogensbeheer B.V. grew its stake in Aflac Incorporated (NYSE:AFL – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Warner Bros. Discovery, Inc. $WBD Shares Purchased by Mn Services Vermogensbeheer B.V.
Mn Services Vermogensbeheer B.V. grew its position in shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) by 4.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Mn Services Vermogensbeheer B.V. Raises Position in Fortinet, Inc. $FTNT
Mn Services Vermogensbeheer B.V. increased its stake in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 3.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Hennion & Walsh Asset Management Inc. Trims Stock Position in Kiniksa Pharmaceuticals International, plc $KNSA
Hennion & Walsh Asset Management Inc. lessened its holdings in Kiniksa Pharmaceuticals International, plc (NASDAQ:KNSA – Free Report) by 35.0% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Hennion & Walsh Asset Management Inc. Raises Stake in ATI Inc. $ATI
Hennion & Walsh Asset Management Inc. grew its holdings in ATI Inc. (NYSE:ATI – Free Report) by 65.8% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 25,214 shares of the basic... More of this article »
Hennion & Walsh Asset Management Inc. Grows Stock Holdings in Johnson & Johnson $JNJ
Hennion & Walsh Asset Management Inc. lifted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 6.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
MeiraGTx Holdings PLC $MGTX Shares Bought by Hennion & Walsh Asset Management Inc.
Hennion & Walsh Asset Management Inc. grew its position in shares of MeiraGTx Holdings PLC (NASDAQ:MGTX – Free Report) by 183.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Capital Advisors Inc. OK Makes New $28.80 Million Investment in Snowflake Inc. $SNOW
Capital Advisors Inc. OK bought a new stake in shares of Snowflake Inc. (NYSE:SNOW – Free Report) during the fourth quarter, Holdings Channel reports. The fund bought 131,269 shares of the company’s stock, valued at approximately... More of this article »
ORG Partners LLC Trims Holdings in Exxon Mobil Corporation $XOM
ORG Partners LLC decreased its holdings in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 22.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Waste Management, Inc. $WM Holdings Raised by Capital Advisors Inc. OK
Capital Advisors Inc. OK increased its stake in Waste Management, Inc. (NYSE:WM – Free Report) by 2.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Hennion & Walsh Asset Management Inc. Buys Shares of 53,014 Schwab Fundamental International Equity ETF $FNDF
Hennion & Walsh Asset Management Inc. bought a new position in shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) in the 4th quarter, according to the company in its most recent Form 13F... More of this article »
Flaherty & Crumrine Total Return Fund Inc. $FLC Stock Position Raised by Hennion & Walsh Asset Management Inc.
Hennion & Walsh Asset Management Inc. lifted its position in Flaherty & Crumrine Total Return Fund Inc. (NYSE:FLC – Free Report) by 57.0% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Stonehage Fleming Financial Services Holdings Ltd Has $56.01 Million Stock Holdings in Alphabet Inc. $GOOGL
Stonehage Fleming Financial Services Holdings Ltd trimmed its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 11.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
NVIDIA Corporation $NVDA is HWG Holdings LP’s 5th Largest Position
HWG Holdings LP decreased its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 2.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 134,555 shares of the computer hardware maker’s... More of this article »
Innovator U.S. Equity Buffer ETF – October $BOCT Shares Purchased by Spire Wealth Management
Spire Wealth Management increased its position in shares of Innovator U.S. Equity Buffer ETF – October (BATS:BOCT – Free Report) by 163.7% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Pallas Capital Advisors LLC Sells 19,192 Shares of Apellis Pharmaceuticals, Inc. $APLS
Pallas Capital Advisors LLC lessened its stake in shares of Apellis Pharmaceuticals, Inc. (NASDAQ:APLS – Free Report) by 58.0% during the 4th quarter, Holdings Channel reports. The fund owned 13,885 shares of the company’s... More of this article »
LVW Advisors LLC Cuts Stock Position in Broadcom Inc. $AVGO
LVW Advisors LLC lessened its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 13.7% in the 4th quarter, HoldingsChannel reports. The fund owned 27,003 shares of the semiconductor manufacturer’s stock... More of this article »